#sp493 — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #sp493, aggregated by home.social.
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#TorstenSlok, chief economist at Apollo Global Markets: The decade-long case for growth rested on the #Mag7 out-earning everything else, but with #earningsgrowth converging toward the #S&P493 and their #valuation #premium compressing, the setup increasingly favors #value over #growth.
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#TorstenSlok, chief economist at Apollo Global Markets: The decade-long case for growth rested on the #Mag7 out-earning everything else, but with #earningsgrowth converging toward the #S&P493 and their #valuation #premium compressing, the setup increasingly favors #value over #growth.
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2 #TorstenSlok, chief economist at Apollo Global #Markets: #profitmargins are rising for the #Mag7 but flat for the #S&P493. The bottom line is that #Fed hikes and higher all-in #yields continue to bite for #companies with weaker credit fundamentals … 🧵